Integrated Financial Services is a Financial Planner in Jersey City, NJ. The firm provides tax preparation, bookkeeping, payroll services, and business consulting to individuals and small businesses, including start-ups and established corporations. Services include accounts payable and receivable, general ledger accounting, bank reconciliations, financial statement preparation, and financial analysis. The firm also handles estate planning, mergers and acquisitions, and strategic planning. The firm holds a rating of 4.00 based on customer reviews.
The firm’s team includes Matt Carbone, who has more than 15 years of experience in public accounting and the private sector. Tom has over 25 years of public accounting practice and began his independent practice in 1988, offering corporate tax planning and business consulting to clients in industries such as film and television production. The firm focuses on tax planning to minimize tax liability through strategies like income deferral, lowering taxes on income, investments, and retirement distributions, and managing estate and gift taxes. They also provide education planning and assistance with IRS digital asset compliance issues.
Integrated Financial Services operates from 111 Town Square Pl Suite 500, Jersey City, NJ. The firm maintains client confidentiality and uses secure technology platforms for service delivery. It offers payroll services that handle federal, state, and local tax filings and compliance monitoring. The business relies on client referrals and provides weekly articles on business growth and financial topics.
The firm is known for its positive rating from the customers who have reviewed it, reflecting its reputation for professional and timely accounting and tax services in the area.
Integrated Financial Services combines its team’s extensive background in public accounting and forensic investigation with practical business advisory services to support Jersey City clients in managing their financial and tax obligations.
BizScoreAI awarded the business a Content Quality score of 100 out of 100, which means the website answers customer questions and describes its pages clearly so AI assistants can quote it directly. The firm also received a Content score of 100 out of 100 for carrying substantial and relevant content that search engines reward with better visibility. Additionally, BizScoreAI states that the business ranks number 1 of 14 Financial Planner businesses it has scored in Jersey City.
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Browse: Businesses in Jersey City, NJ · Financial Planner in New Jersey · Businesses in New Jersey
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